Cap-weighted 1D across the current filtered map.
Updated Oct 16, 2026 06:19:54 PM
AI Market Map
Market Research, One Spot
Size tracks market cap. Color tracks the current 1-day move. Click any tile to open the research page behind it. This is the fast overview screen; the table sits lower as supporting detail.
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$5.19T
1D move
-6%
-3%
0%
+3%
+6%
AI Layer
Silicon, IP & Semicap
The chips, manufacturing tools, IP, EDA, memory, and packaging layer that makes AI compute possible.
AI Layer
AI Data Center Fabric
Networking, optics, connectors, servers, storage, and systems that turn chips into deployable AI clusters.
AI Layer
Cloud, Data & AI Software
Cloud platforms, data systems, cybersecurity, observability, and AI applications that monetize infrastructure.
AI Layer
Power, Cooling & Grid
Grid, generation, power delivery, cooling, and analog infrastructure required by AI data-center load growth.
AI Layer
Robotics & Physical AI
Embodied AI, industrial automation, drones, surgical robotics, and real-world autonomous systems.
Research table
Full screening table
Use this after the heatmap for exact numbers and the first thesis line.
| Ticker - | Company ^ | 1D - | Price - | Market Cap - | P/E - | Forward P/E - | PEG - | AI Layer | Models | Why it matters |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBNY ADR |
ABB ADR
OTC
|
-1.82% | $90.99 | $164.61B | 33.1 | 24.9 |
1.28x
Yahoo est.
|
Robotics & Physical AI
Industrial robotics and automation
|
Pending
|
ABB is one of the major global suppliers of industrial robots, drives, electrification, and automation. |
| ADBE |
Adobe
NASDAQ
|
-2.67% | $244.95 | $95.30B | 13.7 | 8.9 |
0.58x
Yahoo est.
|
Cloud, Data & AI Software
Creative AI software
|
Pending
|
Adobe can monetize AI directly inside the tools creative professionals already use every day. |
| AMD |
Advanced Micro Devices
NASDAQ
|
-5.10% | $533.55 | $872.55B | 136.1 | 33.9 |
0.57x
Yahoo est.
|
Silicon, IP & Semicap
GPU/CPU AI accelerator challenger
|
Pending
|
Instinct GPUs give hyperscalers a second-source path for AI training and inference. |
| AVAV |
AeroVironment
NASDAQ
|
-1.78% | $121.03 | $6.16B | -29.9 | 27.4 |
1.57x
Yahoo est.
|
Robotics & Physical AI
Autonomous drones and defense robotics
|
Pending
|
AeroVironment adds autonomous drones, loitering munitions, and defense robotics to the physical AI layer. |
| GOOGL |
Alphabet
NASDAQ
|
-2.69% | $339.81 | $4.17T | 17.1 | 22.2 |
1.22x
Yahoo est.
|
Cloud, Data & AI Software
Consumer + cloud AI platform
|
Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android. | |
| AMZN |
Amazon
NASDAQ
|
-2.27% | $248.97 | $2.69T | 20.0 | 23.8 |
1.47x
Yahoo est.
|
Cloud, Data & AI Software
Cloud + AI infrastructure platform
|
AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption. | |
| AMKR |
Amkor Technology
NASDAQ
|
-3.52% | $42.50 | $10.58B | 19.1 | 15.1 |
0.76x
Yahoo est.
|
Silicon, IP & Semicap
Advanced packaging bottleneck
|
Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer. | |
| APH |
Amphenol
NYSE
|
-2.28% | $79.63 | $196.78B | 39.8 | 23.9 |
0.95x
Yahoo est.
|
AI Data Center Fabric
High-speed connectors and cabling
|
Pending
|
AI clusters require dense high-speed interconnect, connectors, and copper cabling. |
| ADI |
Analog Devices
NASDAQ
|
-1.30% | $398.70 | $193.49B | 47.4 | 24.3 |
0.60x
Yahoo est.
|
Power, Cooling & Grid
High-quality analog franchise
|
ADI is one of the highest-quality pure analog franchises and benefits when complex systems need precision signal and power solutions. | |
| AMAT |
Applied Materials
NASDAQ
|
-3.51% | $414.90 | $330.01B | 35.8 | 22.5 |
0.95x
Yahoo est.
|
Silicon, IP & Semicap
Deposition and materials engineering tools
|
Pending
|
Applied Materials sells critical tools for chip manufacturing across logic, memory, and advanced packaging. |
| ANET |
Arista Networks
NYSE
|
-4.03% | $178.10 | $225.37B | 56.2 | 34.1 |
1.46x
Yahoo est.
|
AI Data Center Fabric
AI data-center networking
|
Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there. | |
| ARM ADR |
Arm Holdings ADR
NASDAQ
|
-5.63% | $231.00 | $247.48B | 238.1 | 75.4 |
1.95x
Yahoo est.
|
Silicon, IP & Semicap
CPU IP for cloud and edge AI
|
Pending
|
Arm IP sits inside smartphones, edge devices, and an increasing share of custom data-center silicon. |
| ASML ADR |
ASML Holding ADR
NASDAQ
|
-0.31% | $1.7K | $636.38B | 40.7 | 26.5 |
1.03x
Yahoo est.
|
Silicon, IP & Semicap
EUV lithography chokepoint
|
Pending
|
ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes. |
| ALAB |
Astera Labs
NASDAQ
|
-5.16% | $286.40 | $49.83B | 141.1 | 44.7 |
—
|
AI Data Center Fabric
Rack-scale AI connectivity
|
Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement. | |
| BE |
Bloom Energy
NYSE
|
-5.51% | $223.28 | $65.97B | 293.8 | 45.3 |
0.54x
Yahoo est.
|
Power, Cooling & Grid
Onsite data-center power
|
Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips. | |
| AVGO |
Broadcom
NASDAQ
|
-4.03% | $330.46 | $1.58T | 43.5 | 17.0 |
0.34x
Yahoo est.
|
Silicon, IP & Semicap
Custom AI silicon + networking
|
Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity. | |
| CDNS |
Cadence Design Systems
NASDAQ
|
-1.86% | $318.33 | $87.76B | 63.3 | 33.3 |
2.52x
Yahoo est.
|
Silicon, IP & Semicap
EDA software for AI chip design
|
Pending
|
AI chip complexity increases demand for EDA, verification, IP, and simulation tools. |
| NET |
Cloudflare
NYSE
|
-7.12% | $293.79 | $104.59B | -506.5 | 175.3 |
2.38x
Yahoo est.
|
Cloud, Data & AI Software
Edge network and AI security
|
Pending
|
Cloudflare's global edge network can support AI inference, security, routing, and developer services. |
| CGNX |
Cognex
NASDAQ
|
-2.26% | $54.41 | $9.18B | 52.3 | 26.8 |
2.71x
Yahoo est.
|
Robotics & Physical AI
Machine vision for automation
|
Pending
|
Cognex provides machine vision systems that help automated lines inspect, guide, and identify products. |
| COHR |
Coherent
NYSE
|
-6.50% | $234.30 | $46.23B | 56.9 | 16.7 |
0.92x
Yahoo est.
|
AI Data Center Fabric
Optics + photonics bottleneck
|
Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem. | |
| CEG |
Constellation Energy
NASDAQ
|
-1.27% | $271.51 | $96.08B | 26.5 | 20.4 |
3.74x
Yahoo est.
|
Power, Cooling & Grid
Large-scale clean power for data centers
|
Constellation can benefit if large data-center customers increasingly seek reliable long-duration power. | |
| CRWV |
CoreWeave
NASDAQ
|
-12.70% | $60.84 | $33.73B | -16.5 | -32.7 |
—
|
Cloud, Data & AI Software
GPU cloud infrastructure
|
CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads. | |
| GLW |
Corning
NYSE
|
-3.77% | $133.21 | $114.59B | 61.1 | 30.5 |
0.84x
Yahoo est.
|
AI Data Center Fabric
Optical fiber and advanced glass
|
Pending
|
AI data centers need more optical connectivity, fiber density, and high-performance materials. |
| CRDO |
Credo Technology
NASDAQ
|
-4.24% | $170.93 | $32.20B | 60.6 | 17.6 |
—
|
AI Data Center Fabric
AI interconnect + retimers
|
Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity. | |
| CRWD |
CrowdStrike
NASDAQ
|
-7.03% | $227.37 | $232.72B | 3,789.5 | 141.1 |
6.43x
Yahoo est.
|
Cloud, Data & AI Software
AI-native cybersecurity platform
|
Pending
|
AI increases both attacker capability and enterprise need for automated security response. |
| DDOG |
Datadog
NASDAQ
|
-7.55% | $246.15 | $88.30B | 492.3 | 82.8 |
1.40x
Yahoo est.
|
Cloud, Data & AI Software
Observability for AI and cloud workloads
|
Pending
|
AI applications create more complex infrastructure, model, and application monitoring needs. |
| DELL |
Dell Technologies
NYSE
|
-3.64% | $456.18 | $290.80B | 26.5 | 15.2 |
0.51x
Yahoo est.
|
AI Data Center Fabric
Enterprise AI systems
|
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor. | |
| ETN |
Eaton
NYSE
|
-2.31% | $393.17 | $152.95B | 40.0 | 24.1 |
2.48x
Yahoo est.
|
Power, Cooling & Grid
Grid-to-rack power equipment
|
AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths. | |
| FANUY ADR |
Fanuc ADR
OTC
|
-3.13% | $18.54 | $34.30B | 31.4 | 27.7 |
2.55x
Yahoo est.
|
Robotics & Physical AI
Factory robots and CNC automation
|
Pending
|
Fanuc is a global leader in factory robots, CNC systems, and industrial automation. |
| GEV |
GE Vernova
NYSE
|
-0.04% | $926.04 | $246.36B | 28.3 | 36.6 |
1.84x
Yahoo est.
|
Power, Cooling & Grid
Grid and power equipment
|
Pending
|
AI data centers increase demand for grid equipment, gas turbines, electrification, and power services. |
| HPE |
Hewlett Packard Enterprise
NYSE
|
-5.68% | $55.30 | $73.38B | 27.2 | 11.7 |
0.50x
Yahoo est.
|
AI Data Center Fabric
AI systems + networking
|
HPE combines servers, networking, storage, and services for enterprise AI deployments. | |
| IBM |
IBM
NYSE
|
-1.21% | $231.29 | $218.03B | 20.6 | 17.6 |
2.16x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise AI and hybrid cloud
|
Pending
|
IBM targets enterprise AI adoption through watsonx, consulting, Red Hat, and hybrid cloud infrastructure. |
| ISRG |
Intuitive Surgical
NASDAQ
|
-0.03% | $427.71 | $151.34B | 49.0 | 35.3 |
1.95x
Yahoo est.
|
Robotics & Physical AI
Surgical robotics leader
|
Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket. | |
| KLAC |
KLA
NASDAQ
|
-3.51% | $168.33 | $219.98B | 46.0 | 25.0 |
1.71x
Yahoo est.
|
Silicon, IP & Semicap
Metrology and inspection control
|
Pending
|
Advanced AI chips have tiny process windows, making inspection and metrology more valuable. |
| LRCX |
Lam Research
NASDAQ
|
-4.15% | $265.93 | $333.69B | 46.2 | 22.6 |
1.33x
Yahoo est.
|
Silicon, IP & Semicap
Etch and deposition for memory and logic
|
Pending
|
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing. |
| LITE |
Lumentum
NASDAQ
|
-3.96% | $835.11 | $75.82B | -9.0 | 23.2 |
0.63x
Yahoo est.
|
AI Data Center Fabric
AI datacenter optics
|
Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise. | |
| MRVL |
Marvell Technology
NASDAQ
|
-4.47% | $230.46 | $207.48B | 73.2 | 31.6 |
0.61x
Yahoo est.
|
AI Data Center Fabric
Custom AI silicon + optical interconnect
|
Marvell sits in several AI choke points at once: custom accelerators, optical DSPs, interconnect, and scale-up silicon. | |
| META |
Meta Platforms
NASDAQ
|
-4.16% | $706.09 | $1.80T | 26.6 | 20.5 |
0.97x
Yahoo est.
|
Cloud, Data & AI Software
AI-enabled ad platform
|
AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps. | |
| MCHP |
Microchip Technology
NASDAQ
|
-0.46% | $73.92 | $40.19B | 108.7 | 16.1 |
0.21x
Yahoo est.
|
Power, Cooling & Grid
Embedded control recovery
|
Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover. | |
| MU |
Micron Technology
NASDAQ
|
-4.26% | $891.54 | $1.01T | 12.0 | 4.3 |
0.16x
Yahoo est.
|
Silicon, IP & Semicap
AI memory / HBM
|
AI accelerators need far more high-bandwidth memory than legacy systems. | |
| MSFT |
Microsoft
NASDAQ
|
-2.28% | $527.16 | $3.92T | 29.7 | 22.3 |
1.73x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise AI platform
|
Azure is one of the main cloud platforms funding and serving AI workloads. | |
| MDB |
MongoDB
NASDAQ
|
-8.62% | $334.89 | $26.88B | 465.1 | 42.7 |
1.67x
Yahoo est.
|
Cloud, Data & AI Software
Developer data platform
|
Pending
|
Modern AI applications need flexible operational databases for product data and app state. |
| MPWR |
Monolithic Power Systems
NASDAQ
|
-2.36% | $1.2K | $60.09B | 74.2 | 34.7 |
0.93x
Yahoo est.
|
Power, Cooling & Grid
AI server power management
|
MPS is one of the purest public plays on power management inside AI servers and accelerators. | |
| NVDA |
NVIDIA
NASDAQ
|
-1.18% | $214.66 | $5.19T | 27.1 | 13.5 |
0.27x
Yahoo est.
|
Silicon, IP & Semicap
AI compute platform
|
NVIDIA remains the center of AI training and high-end inference demand. | |
| NXPI |
NXP Semiconductors
NASDAQ
|
-0.10% | $230.86 | $58.40B | 19.7 | 12.7 |
0.44x
Yahoo est.
|
Power, Cooling & Grid
Auto / edge analog and embedded
|
NXP is more of an auto, industrial, and edge-computing analog name than a direct data-center play. | |
| ON |
onsemi
NASDAQ
|
-1.82% | $72.36 | $28.19B | 48.9 | 15.9 |
0.16x
Yahoo est.
|
Power, Cooling & Grid
Intelligent power and sensing
|
onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes. | |
| ORCL |
Oracle
NYSE
|
-4.45% | $128.49 | $390.09B | 20.1 | 11.7 |
0.73x
Yahoo est.
|
Cloud, Data & AI Software
AI cloud infrastructure and databases
|
Pending
|
Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters. |
| PWR |
Quanta Services
NYSE
|
-1.78% | $630.80 | $95.02B | 72.3 | 31.8 |
1.48x
Yahoo est.
|
Power, Cooling & Grid
Grid construction and electrification services
|
Pending
|
AI load growth requires transmission, substation, and grid-hardening work. |
| ROK |
Rockwell Automation
NYSE
|
+0.79% | $425.37 | $47.36B | 39.8 | 28.5 |
1.84x
Yahoo est.
|
Robotics & Physical AI
Industrial mobile robotics + automation
|
Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors. | |
| CRM |
Salesforce
NYSE
|
-2.47% | $240.64 | $197.97B | 22.0 | 15.0 |
0.84x
Yahoo est.
|
Cloud, Data & AI Software
CRM + agentic AI
|
Pending
|
Salesforce owns valuable customer and workflow data that can power AI sales, service, and marketing agents. |
| SNDK |
Sandisk
NASDAQ
|
-5.19% | $1.3K | $191.64B | 17.9 | 5.0 |
—
|
AI Data Center Fabric
AI storage / enterprise flash
|
Sandisk adds the storage layer to the AI infrastructure map, especially enterprise SSD and flash demand tied to data-heavy workloads. | |
| SERV |
Serve Robotics
NASDAQ
|
-7.74% | $3.22 | $280.5M | -1.3 | -1.8 |
—
|
Robotics & Physical AI
Autonomous delivery robotics
|
Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots. | |
| NOW |
ServiceNow
NYSE
|
-5.13% | $140.96 | $145.77B | 88.1 | 28.2 |
1.01x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise workflow AI
|
ServiceNow can embed AI agents into workflows that already route critical enterprise work. | |
| SKM ADR |
SK Telecom ADR
NYSE
|
-2.16% | $32.12 | $12.34B | 24.5 | 11.9 |
0.41x
Yahoo est.
|
Cloud, Data & AI Software
Telco AI + Anthropic exposure
|
Pending
|
SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship. |
| SNOW |
Snowflake
NYSE
|
-8.38% | $307.00 | $108.30B | -96.5 | 102.1 |
6.01x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise data cloud for AI
|
Pending
|
AI applications depend on governed, usable enterprise data, which is Snowflake's core layer. |
| STM ADR |
STMicroelectronics ADR
NYSE
|
-2.15% | $45.60 | $40.88B | 1,140.0 | 17.9 |
0.17x
Yahoo est.
|
Power, Cooling & Grid
Power / MCU cyclical recovery
|
Pending
|
ST is more cyclical and auto/industrial-heavy, but it can benefit if power semis and embedded control recover with broader intelligent-system demand. |
| SYK |
Stryker
NYSE
|
+0.41% | $294.43 | $112.97B | 29.4 | 17.6 |
1.32x
Yahoo est.
|
Robotics & Physical AI
Orthopedic robotics platform
|
Stryker's Mako franchise makes it one of the clearest scaled robotics names in orthopedics. | |
| SMCI |
Super Micro Computer
NASDAQ
|
-10.07% | $31.56 | $20.47B | 9.7 | 5.9 |
0.91x
Yahoo est.
|
AI Data Center Fabric
AI server integrator
|
SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems. | |
| SYM |
Symbotic
NASDAQ
|
-2.26% | $38.86 | $5.07B | 485.8 | 50.4 |
4.68x
Yahoo est.
|
Robotics & Physical AI
Warehouse robotics platform
|
Symbotic is one of the cleanest public ways to own large-scale warehouse robotics and AI-driven logistics automation. | |
| SNPS |
Synopsys
NASDAQ
|
-3.73% | $450.66 | $86.47B | 79.6 | 24.1 |
2.50x
Yahoo est.
|
Silicon, IP & Semicap
EDA and semiconductor IP
|
Pending
|
Synopsys sits upstream of advanced chip design through EDA, verification, and IP. |
| TER |
Teradyne
NASDAQ
|
-3.87% | $329.93 | $51.80B | 45.3 | 28.3 |
0.66x
Yahoo est.
|
Robotics & Physical AI
Collaborative + mobile robotics
|
Teradyne gives you exposure to collaborative robots and autonomous mobile robots through Universal Robots and MiR. | |
| TSLA |
Tesla
NASDAQ
|
-2.91% | $351.90 | $1.39T | 325.8 | 162.3 |
3.74x
Yahoo est.
|
Robotics & Physical AI
Autonomy + embodied AI platform
|
Tesla is one of the clearest public ways to express a view on real-world AI through autonomy, robotics, and edge inference. | |
| TXN |
Texas Instruments
NASDAQ
|
-0.27% | $278.37 | $254.95B | 42.4 | 26.2 |
1.00x
Yahoo est.
|
Power, Cooling & Grid
Analog / power bottleneck
|
AI racks need far more power conversion, monitoring, and analog control than traditional systems. | |
| TSEM |
Tower Semiconductor
NASDAQ
|
-5.32% | $198.63 | $22.47B | 78.5 | 29.6 |
3.43x
Yahoo est.
|
Silicon, IP & Semicap
Analog foundry capacity
|
Tower is the foundry-side way to play specialized analog and power manufacturing demand. | |
| TSM ADR |
TSMC ADR
NYSE
|
-2.42% | $412.05 | $2.14T | 26.7 | 17.8 |
0.81x
Yahoo est.
|
Silicon, IP & Semicap
Advanced semiconductor manufacturing
|
Pending
|
Most leading AI chips still depend on TSMC's manufacturing and advanced packaging. |
| VRT |
Vertiv
NYSE
|
-3.18% | $207.92 | $80.28B | 47.0 | 22.6 |
0.75x
Yahoo est.
|
Power, Cooling & Grid
Data-center cooling + power
|
Vertiv sits directly in the critical path of AI data-center cooling and power delivery. | |
| VICR |
Vicor
NASDAQ
|
-11.47% | $194.71 | $9.03B | 62.2 | 31.8 |
—
|
Power, Cooling & Grid
High-density power delivery
|
Vicor is a higher-beta bet on advanced power delivery for demanding AI systems. | |
| VST |
Vistra
NYSE
|
-0.89% | $152.79 | $51.47B | 25.8 | 14.7 |
0.42x
Yahoo est.
|
Power, Cooling & Grid
Power-generation beneficiary
|
AI can lift electricity demand, which can improve the outlook for generators in the right markets. | |
| ZBRA |
Zebra Technologies
NASDAQ
|
-2.21% | $369.16 | $17.64B | 33.8 | 16.6 |
0.63x
Yahoo est.
|
Robotics & Physical AI
Warehouse automation and machine vision
|
Pending
|
Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools. |
| ZM |
Zoom Communications
NASDAQ
|
-4.61% | $93.96 | $27.41B | 8.7 | 14.8 |
2.50x
Yahoo est.
|
Cloud, Data & AI Software
Communications AI + indirect Anthropic exposure
|
Pending
|
Zoom can use AI to make meetings, summaries, customer support, and contact-center workflows stickier. |
